Tag Archives: predictive ratings

Sector Allocation Roadmap — 1Q12

January 20, 2012 – 3:52 pm

We rec­om­mend investors buy funds from the Con­sumer Sta­ples and Infor­ma­tion Tech­nol­ogy sec­tors, though any sec­tor can have Attractive-or– better-rated funds based on their holdings.

By David Trainer | Posted in ETF Research, Mutual Fund Research, Stock Picks and Pans | Also tagged , | Comments (0)

Portfolio Management Rating: Methodology for Predictive Fund Ratings

November 22, 2011 – 12:46 pm

The Port­fo­lio Man­age­ment Rat­ing of a fund is based on the aggre­gated rat­ings of the secu­ri­ties it holds as well as its over­all Asset Allo­ca­tion. When ana­lyz­ing equity funds, we use New Con­structs’ stock rat­ings, which are reg­u­larly fea­tured as among the best by Barron’s over the past three years.

By David Trainer | Posted in Mutual Fund Research | Also tagged , , | Comments (0)